Cfs Wealth Management

Cfs Wealth Management (CRD# 135579) is a financial advisory firm headquartered in Macon, GA. They manage $68,533,454 in 530 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    530
    ACCOUNTS
  • Average Account Value
    $129,308
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, TX

Financial Advisors at Cfs Wealth Management
Showing 1 - 5 of 5 top financial advisors.
1
Wade T. Chapman
CRD#: 2852176
1515 Bass Road, Suite D, Macon, GA 31210
93
Wealthminder
score

Wade Chapman (CRD# 2852176) is an Investment Advisor Representative working at Cfs Wealth Management in Macon, GA and has over 19 years of experience in the finance industry.

2
Lucinda F. Dallas
CRD#: 3270458
1515 Bass Road, Suite D, Macon, GA 31210
93
Wealthminder
score

Lucinda Dallas (CRD# 3270458) is an Investment Advisor Representative working at Cfs Wealth Management in Macon, GA and has over 17 years of experience in the finance industry.

3
Roswell F. Mason
CRD#: 5183870
1515 Bass Road, Suite D, Macon, GA 31210
93
Wealthminder
score

Roswell Mason (CRD# 5183870) is an Investment Advisor Representative working at Cfs Wealth Management in Macon, GA and has over 8 years of experience in the finance industry.

4
Abrie J. Soileau
CRD#: 5713597
107 North Broad Street, Thomasville, GA 31792
93
Wealthminder
score

Abrie Soileau (CRD# 5713597) is an Investment Advisor Representative working at Cfs Wealth Management in Thomasville, GA and has over 7 years of experience in the finance industry.

5
Stephen D. Anderson
CRD#: 2507388
1515 Bass Road, Suite D, Macon, GA 31210
83
Wealthminder
score

Stephen Anderson (CRD# 2507388) is an Investment Advisor Representative working at Cfs Wealth Management in Macon, GA and has over 22 years of experience in the finance industry.

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